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Beaird Harris Wealth Management’s Williams Companies WMB Stock Holding History

Beaird Harris Wealth Management’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.8K Buy
858
+403
+89% +$29.7K ﹤0.01% 241
2026
Q1 		$33.1K Hold
455
– – ﹤0.01% 281
2025
Q4 		$27.4K Sell
455
-301
-40% -$18.2K ﹤0.01% 309
2025
Q3 		$47.9K Buy
756
+147
+24% +$8.63K ﹤0.01% 251
2025
Q2 		$38.3K Sell
609
-317
-34% -$18.7K ﹤0.01% 277
2025
Q1 		$55.3K Hold
926
– – ﹤0.01% 212
2024
Q4 		$50.1K Buy
926
+30
+3% +$1.62K ﹤0.01% 225
2024
Q3 		$40.9K Buy
896
+131
+17% +$5.76K ﹤0.01% 242
2024
Q2 		$32.5K Buy
765
+448
+141% +$18K ﹤0.01% 260
2024
Q1 		$12.4K Sell
317
-150
-32% -$5.33K ﹤0.01% 316
2023
Q4 		$16.3K Buy
+467
New +$16.4K ﹤0.01% 285
2023
Q1 		– Sell
-320
Closed -$10.5K – 751
2022
Q4 		$10.5K Buy
+320
New +$10.4K ﹤0.01% 318
2022
Q2 		– Sell
-268
Closed -$9K – 626
2022
Q1 		$9K Buy
268
+117
+77% +$3.58K ﹤0.01% 354
2021
Q4 		$4K Buy
+151
New +$4.17K ﹤0.01% 508

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beaird Harris Wealth Management's WMB Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Williams Companies (WMB) stake by 89% in Q2 2026, buying an estimated $29.7K and bringing the position to 858 shares worth $63.8K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Beaird Harris Wealth Management first reported a position in WMB in Q4 2021 and has held it in 14 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Beaird Harris Wealth Management held 858 shares of Williams Companies worth $63.8K as of Q2 2026.
  • Beaird Harris Wealth Management bought 403 Williams Companies shares in Q2 2026, an estimated $29.7K.
  • Williams Companies made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Beaird Harris Wealth Management first reported a position in Williams Companies in Q4 2021 and has held it in 14 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.